Sirsi Tips and Tricks

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Sirsi Tips and Tricks

• Workflows Tips

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Contents

• INFOhio - Sirsi Manual link / passwords
• Continuous checkout
• Circulation by username lookup
• Circulation by ALT ID (student id entry)
• Override password
• Accrued fine display on user record
• Claims Returned
• Lost Item MARK ITEM LOST wizard
• Item status/vs Item display
• Renew item (in checkout wizard)
• Communication failure
• Holds
• Shelving Key
• INFOhio Vendor Specifications sheet
• 13-digit ISBN number
• Reading Program
• Catalog Item specifics

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INFOhio Handbook Sirsi K-12 Library Automation
Software GL3.0  

• Link set bookmark on your PC
  http//www.infohio.org/Documents/SirsiManual/Sirsi
  ManualU2003/SirsiHandbookU2003.html
• passwords are (both case-sensitive lower case)
• username  das
• password  infohio
• Software download / instructions
• Frequently updated
• updated pages marked

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Continuous Checkout

• Quick and easy checkout method
• Must use barcodes for user and item
• Must watch screen for alerts (as with any
  checkout)
• Checkout Wizard scan User barcode

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• - User record displays
• Scan items for this user

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• Scan next user barcode

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• Next patron displays
• Continue scanning this patrons checkouts, etc

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Circulation by Username Lookup

• Can search by Users name
• User Lookup helper truncation mark (any
  occurrence)

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User Browse (LAST name search) Type in just a few
letters (no truncation) List to select from
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More info typed in will narrow results
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Use Lookup to print homeroom list

• For 6B
• Select Homeroom search
• Enter 6B (or use truncation , if needed)

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Circulation by Alt ID

• Library patrons can use their student ID number
  for checkouts
• Must use Lookup User Helper to access the ALT ID
  lookup field.
• ALT ID lookup will match ALT ID entry in patrons
  record

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Checkout Wizard - Select User Search helper
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Enter ALT ID number (must match entry on patrons
record)
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Override password

• CHECKOUT wizard, override alert displays
• Library staff does not notice, scans next item
  into the override window
• Even though cursor is in the first space of the
  window, system is seeing a 14-digit barcode
  does not recognize as override password
• Password window must be completely cleared, then
  re-type override password
• Same problem if password is mis-typed.

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• CHECKOUT wizard, override alert displays

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• Library staff does not notice, scans next item
  into the override window
• User block override not defined error appears

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• Even though cursor is in the first space of the
  window, system is seeing a 14-digit barcode
  does not recognize as override password
• Password window must be completely cleared, then
  re-type override password
• Use delete key
• Or highlight/delete entire window
• Retype password

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• User block is overridden

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Accrued fine display

• Owes xx.00 displaying, but staff cannot pay bill
  ???
• Item is overdue, but not yet returned
• Accrued fine is displayed
• Fine cannot be paid until item is returned

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• Check User record
• Patron owes 7.00
• Unpaid bill is 2.00
• Accrued fine on overdue item is 5.00 (checkouts)

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• Pay Bill wizard
• Displays Unpaid bill
• Accrued fine cannot be paid until item is
  returned and fine has been assessed

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Claims Returned Item

• Claims returned item
• Is still a checked out item (to patron)
• Will create a fine from due date to
  claims-returned date

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• Item is overdue (accrued fine is .50)
• Patron claims it was returned on certain date
• Fine-to-date returned is accrued (.30)

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• If item is returned, fine is assessed to the
  date-claimed-returned

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Lost item MARK ITEM LOST wizard

• Will mark item Lost-claim
• Item will remain on user record until
• Paid for
• Or returned
• Item will display only as an INACTIVE loan
• Will be reported as overdue
• Will bill user
• Item price (default if not on item record)
• Process fee (if policy)

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• Identify item to be marked lost
• DISPLAY USER wizard
• Highlight item that user is claiming to have lost

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• Go to MARK ITEM LOST wizard
• Current copy should be the item highlighted in
  DISPLAY USER
• Select Current Copy

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• Billing window appears
• Item price is listed (can be changed manually at
  this point)
• Processing fee is listed (if in library policies)

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• PAY LATER
• If user wants to pay later
• If user wants to make a partial pmt now
• PAY NOW
• If user wants to pay the full amount now
• To remove item from user record and remove bill
• Use Forgiven pmt type
• CANCEL Lost Item Bill
• If you will not charge user for this item
• Item will still remain on user record

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• Pay now
• Select payment type
• Payment details display
• Can print as receipt
• Use PRINT wizard
• Edit as desired

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• Item will be marked with status Lost-claim
• Item will not remain on user record

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• Pay later
• Billed screen will display
• Print as a bill, using the PRINT wizard

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• Item will
• display only as INACTIVE loan on user record
• Remain in user record until transaction is
  completed

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• If forgiving this item/bill
• DISPLAY USER wizard - fine record Pay Bills
• Or use PAY BILL wizard, select user

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• Select payment type FORGIVEN
• User record will display item as lost and forgiven

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Item Search/Display wizard

• Search for title

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- All volumes tab select specific item
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Glossary display for specific item will show more
information about this item (such as previous
user id)
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• OR
• Search for item number (32617014005709 )

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• Specific item is displayed
• Vol/copy tab -Circ Info tab

gtgtgtgtgt
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• -Bills tab
• -Checkouts tab

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Item Status wizard

• Scan item barcode select Check Status

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• Current status displays
• - If checked out, patron name displays

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• Select title bar/specific item/glossary for more
  information (such as previous user id)

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Renew Item in Checkout Wizard

• When using checkout wizard
• can renew item for patron while checking out
• do not need to use Renew Item wizard
• when checking out items for patron, two items to
  renew

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Scan item to be renewed
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• Depending on property setting, you may see alert
• Acknowledge alert, continue item has been
  renewed

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• To eliminate alert, and automatically renew the
  item
• Property behavior setting adjustment
• Right-click on Checkout wizard
• Select automatically renew items already checked
  out
• Property behavior change LIB1 access only

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Scan item to be renewed -Item is renewed with no
alert message
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• Display user wizard will display this patrons
  checkouts, with items renewed

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Communication failure

• Some communication connections are slower than
  others
• Some Workflow commands take more time than others
• May cause a communication failure
• If the end user is impatient
• If not sure if they really clicked "OK" and tried
  to "OK" again, while the transaction was in the
  middle of processing

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• Most commonly in SmartPort load
• Watch gray bar across bottom of screen
  (display/status line)
• Wait until clear before proceeding
• OR YOU WILL SEE Communication Failure error and
  Workflows will close! Patience!!

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Holds

• Title level hold
• Copy level hold
• Hold on AVAILABLE item

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• Hold placed on COPY level
• Library range
• (default setting)

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• Hold placed on TITLE level
• Library range
• First title returned will fill Hold request

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• System setting determines Hold cannot be placed
  on AVAILABLE item
• Can be overridden by staff user with proper access

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Shelving Key

• Shelving key is determined by CLASS SCHEME
• Shelving key determines Call Number order
  (shelflist order)
• INFOhio recommended Class Scheme is ATDEWEYLOC
  (Sec 11.3 Sirsi Manual)
• All defaults for cataloging should indicate
  ATDEWEYLOC as Class Scheme

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• Property setting for Class Scheme

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• Shelving key determined by Class Scheme
• Call number (599.73 ROS)
• Three letters authors last name (ROS)
• Three letters title (CAR)

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• more

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• Do not manually change shelving key
• Determines alpha shelf list
• Before changing After changing

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• Call number browse
• Before changing After changing
• no longer in alpha order

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INFOhio Vendor Specifications sheet

• Continue to use for any vendor order
• Updated version revised July, 2005
• http//www.infohio.org/UC/MARCdocsRev.html
• If using Reading Program
• LIBRARY code is included in the 526 tag, subfield
  5

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13-digit ISBN number

• Some vendors are supplying 13-digit ISBN
• Sirsi does not currently support this
• Will in the future
• Enter info in 024 tag on record
• Future version will support 13-digit ISBN
• Will move info from 024 tag to 020 tag at that
  time
• Currently, only 020 tag is recognized in ISBN
  overlay

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Reading Program

• Reading program information is searchable in
  Sirsi
• Accelerated Reader or Reading Counts programs
• Reading level
• Points
• Test available
• 526 tag holds this information

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• Enter LIBRARY code in the 526 subfield 5
• Ex 526 0 Accelerated Reader ARbMGc3.9d4.0z21
  35KAEL
• 526 5 is non-repeatable
• 526 tag IS repeatable
• need a 526 tag for each Library
• with test available

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• Cat/Cat Jr. will display item with test in
  Reading Program search

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• Search results

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• Full record display shows both Libraries listed

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Catalog Item

• Call number info
• Prefix
• Call number
• Item info
• Item group (item type)
• Shelf location
• Material type
• Funding source
• Item ID (barcode)
• Copy number
• Price
• Item comments

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• Call number info
• Prefix / Call number
• Determines where patron can find item in library
• Prefix is determined by library, should be
  consistent
• Dewey numbers
• Class scheme
• Determines shelving key (for shelf order)
• Library
• Determines Library that owns item
• Shelving key
• Determines shelf order

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• Item (copy) information
• Item group (item type)
• Determines circulation policy select from menu
• Shelf location
• Where item is located when not checked out do
  not change
• Material type
• Determines icon in Cat / Cat Jr. type of item
  select from menu
• Funding source
• If used, select from menu
• Item ID (barcode)
• Use 14 digit item barcode as required by INFOhio
• Copy number
• Allow system to set the copy number
• Price
• Price of this item

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• Item comments (extended info fields)
• Circnote
• Not yet functional recommended to not use
  currently
• Public note
• For information to be publicly displayed in Cat /
  Cat Jr.
• Staff note
• For information for library staff only

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• Questions/Comments???